Guide To Policyholders-Covid19
Guide To Policyholders-Covid19
Guide To Policyholders-Covid19
Policyholders-
COVID 19
Pandemic
Contents
How can I stay in touch? ............................................................................................................................... 3
Connect on WhatsApp .............................................................................................................................. 3
Missed call from REGISTERED Mobile ....................................................................................................... 3
SMS TO 56161 from REGISTERED Mobile ................................................................................................. 3
Call Center ................................................................................................................................................. 4
Where can I pay my premiums? ................................................................................................................... 4
Online ........................................................................................................................................................ 4
E-Wallets ................................................................................................................................................... 4
WhatsApp ................................................................................................................................................. 4
Net banking ............................................................................................................................................... 4
Can I pay the premium after the due date? ................................................................................................. 5
Online Revival Process .............................................................................................................................. 6
Via Website ........................................................................................................................................... 6
Via Customer Self Service Portal ........................................................................................................... 6
Will I be charged any penalty for delayed payment of premium? ............................................................... 6
How do I do a fund switch for my unit linked policy?................................................................................... 6
What other services are offered online on the customer portal? ................................................................ 7
Premium Payment .................................................................................................................................... 7
Enquiry ...................................................................................................................................................... 7
Transactions .............................................................................................................................................. 7
Statements ................................................................................................................................................ 7
How will I get my maturity /annuity / Survival Benefit under my policy? .................................................... 7
Digital Claim Intimation ............................................................................................................................ 7
Online Certificate of Existence submission ............................................................................................... 8
Where can I intimate a Death claim or a Critical Illness Rider claim? .......................................................... 8
Where can I intimate a Health claim?........................................................................................................... 8
Where can I get answers to my other queries.............................................................................................. 9
Steps to use digital assets for policy servicing .............................................................................................. 9
How do I use the Customer Portal 'Mypolicy'?......................................................................................... 9
How do I use the SBI Life Easy Access Mobile App? ................................................................................. 9
As we prepare to fight the challenges of pandemic caused by COVID -19 and as we firm up our resolve to
abide by the advisories and instructions to safeguard ourselves, our families and our society, many
necessities of lives have to be modified to meet demands of these uncertain times. Government has
issued instructions for lockdowns and hence our normal working and services will be impacted. We
value safety of our customers, employees and partners most and urge them to follow advisories and
guidelines in letter and spirit. Our resolve to service our customers remains strong and we have taken all
possible effort to enable our services through various digital platforms which can be availed by you
sitting inside your homes. Hence we request and urge you to stay inside your homes and make
maximum use of our digital platforms which are available 24*7 from the safety and convenience of you
households.
Given below is the description of some of the digital enablers to help you familiarize yourself with these
tools. They are convenient and user-friendly and you will find it very easy to use them.
Connect on WhatsApp
Please opt in to our WhatsApp communication channel by giving a missed call to 9029006575
from your registered mobile number and receive policy alerts and other important
communications on WhatsApp.
Once registered, you can also chat with our Chatbot on WhatsApp and get all key policy
information and even get a premium quote and payment link.
We will also keep in touch with you by SMS and Emails. In case you have not registered your
email ID with us yet, send the following as SMS from your registered mobile number to 56161
You can also get information on your policy through our SMS and Missed call services.
Call Center
Call us on 1800-267-9090, 9 AM- 9 PM between 7 days a week.
(Due to the current situation, our Call Center is not operating to its full capacity which may impact the services )
You can also download our mobile application SBI LIFE EASY ACCESS from Google play store or
Apple store
7) Receive
acknowledgement
by SMS & Email
Modes Supported Major E-Wallets All Major Banks
- Net Banking supported supported
- Debit Card - Paytm
- Credit Card - GPay
- Wallets - PhonePe
- UPI - JioMoney
- Bharat QR - Airtel Money
- GPay - Idea Money
- All major Wallets - MobiKwik
o PayTM
o JioMoney
o PhonePe
o MobiKwik
- Cash Cards
For policies which are delayed beyond this period, you can submit an online revival request and
make a payment at the following link
https://mypolicy.sbilife.co.in/Campaign/RevivalQuotation.aspx?src=website
Online Revival Process
Policy Revival can be done online in 2 ways
Via Website
Log on to SBI Life Website : https://www.sbilife.co.in/ • Navigate to Services/Revival Quotation Service
Card
OR
However, in view of the COVID Pandemic we have extended the grace period by 30 more days if
your premium has fallen due on or after 1 Mar 2020.
Visit our customer portal https://mypolicy.sbilife.co.in and follow register as a new user. Login
if you already have a user ID and password
To do a fund switch, go to the “fund switch” link and choose the policy for which you wish to
make the switch.
Use the on page chatbot for assistance, in case you have any queries
Transactions Statements
- Revival of lapsed policy - Generate Premium Paid Certificate
- Change of Address - Generate your Unit account statement
- Change of Email ID
- Update PAN number
- Update Bank account details
- Raise a query or Complaint
- Switch funds in your unit linked
policies
- Process a premium redirection for your
unit linked policy
- DEMAT your policy
- Upload documents for getting payouts
– Maturity / Survival Benefits
Our team is committed for timely payment of maturity benefit under your policy. We will
intimate you 3-6 months in advance of your payment due date.
You can update your bank account details on our customer service portal and upload your
latest bank statement or cancelled cheque leaf, PAN card and an address proof there.
To ease the process, you can avail the digital facilities available for submission of required
documents:
2. You can send the copy of the documents from your registered email id to us
at [email protected]
3. You can upload the copy of the required documents on our website www.sbilife.co.in under
the Services --> Claims and Maturity tab at the following link
https://www.sbilife.co.in/en/services/claims-and-maturity
In case of any further requirements, we shall get back to you on your registered email id. or
contact number.
We will transfer the payout directly to your bank account on the due date.
Certificate of Existence can be submitted by logging into our Mobile App "SBI Life Easy Access"
and selecting "Certificate of Existence" tab and submit your policy number and OTP received on
your registered mobile number.
In case of hospitalisation claims under our Hospital Cash product, please contact our TPA Health
India at 1800 220 102.
You can call us on 1800-267-9090, 9 AM- 9 PM on all 7 days of a week. - this services likely to be
impacted by lockdown on directives of local administration / Govt orders.
You will receive “SBI Life Online Registration Email Confirmation” mail at the email ID given while
registration. You need to click "Click here" option mentioned in the mail to reset your password. Enter
your reset new password.
Until your confirmation, Customer Service Portal will not allow you to log in again to Mypolicy. Further,
if you are still facing any issues with registration, kindly send a screen shot of the error to
[email protected]
Upon signing in you can create MPIN as per your choice for future logins for hassle free access
thereafter.